EA
Ecofin Advisors Portfolio holdings
AUM
$239M
1-Year Est. Return
44.35%
1 Year Est. Return
+44.35%
AUM
$239M
AUM Growth
+$32M
(+15%)
Holding
34
Top Buys
| 1 | +$5.63M | |
| 2 | +$3.57M | |
| 3 | +$3.11M | |
| 4 |
CVA
Covanta Holding Corporation
CVA
|
+$2.82M |
| 5 |
Sunrun
RUN
|
+$2.81M |
Top Sells
| 1 | +$4.63M | |
| 2 | +$3.85M | |
| 3 | +$3.68M | |
| 4 |
Sempra
SRE
|
+$2.62M |
| 5 |
Brookfield Renewable
BEP
|
+$2.54M |
Sector Composition
| 1 | Utilities | 76.43% |
| 2 | Technology | 13.24% |
| 3 | Industrials | 3.1% |
| 4 | Energy | 1.51% |
| 5 | Consumer Discretionary | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
QuantumScape
QS
$7.35B
| $2.08M | 0.87% |
24,648
-21,816
|
|
||
|
BLDP
27
Ballard Power Systems
BLDP
$854M
| – | – |
-6,062
|
|
||
28
Clearway Energy Class C
CWEN
$4.37B
| – | – |
-8,222
|
|
||
29
Eversource Energy
ES
$25.2B
| – | – |
-2,110
|
|
||
30
GDS Holdings
GDS
$6.51B
| – | – |
-44,933
|
|
||
31
New Fortress Energy
NFE
$347M
| – | – |
-2,692
|
|
||
|
32
Sempra
SRE
$61.8B
| – | – |
-44,304
|
|
||
33
Waste Management
WM
$87.8B
| – | – |
-40,939
|
|
||
34
Xcel Energy
XEL
$48.6B
| – | – |
-6,919
|
|